When creating an invoice, Billing Info (pictured below) is populated in a hierarchical manner:
- Billing Info is first pulled from the selected property’s Billing Contact. If the Billing Contact's address is set for a building, then the name, attention, city, state, zip, phone, and email are auto-populated in the Billing Info section of the invoice.
- If the address isn't set for the building's Billing Contact, then the Billing Info fields are populated from two places. The name populates from the building’s customer name, and address, city, state, and zip are populated from the building’s billing fields.
- If the building’s billing fields aren’t set, then the address, city, state, and zip are populated from the building’s parent account.
Note: A building may not have an account, or an account may not have a billing address. In this case, the Billing Info fields will not auto-populate.
Setting a Contact to Billing/Invoice Contact
Now, when you go to create an invoice for this building, the Billing Info will populate from the Building Contact. You can see the fields populated in the picture below. We recommend adding a Building Contact for each building as this is the easiest way for the Billing Info to populate.
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